Weekly Summaries

Weekly Summaries

Weekly Summary – A Biden Presidency and A Republican Senate?

As widely expected, the focus was on the most-awaited political event of the year - US Presidential Election. It is the global event that may potentially affect the global economy, alliances and trade agreements. Unlike any presidential election, the attention was revolving more towards the focus for stimulus and the stalemate in Congress. Stoc...

November 6, 2020
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Week Ahead: US Election Week

Without any doubt, the event of the week will be the US election which will take place on Tuesday, the 3rd of November 2020. Amid a busy economic calendar, we will also see more central banks holding their policy meetings. Equity Markets October was another wild month for the stock market driven by geopolitics and the rapid resurgence of the cor...

November 2, 2020
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Week Ahead: US Election Polls, Brexit, ECB Meeting, Q3 GDP, and Tech Giants Earnings Results

Investors are gearing up for an eventful week with plenty of economic data, big tech earnings and geopolitical events. The predominant themes remain the US election, Brexit negotiations, central banks guidance and the virus woes. Equity Markets Investors will likely continue to monitor the same dominant themes over the following days. US Electi...

October 26, 2020
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Week Ahead: US Election Polls, Central Bank Speeches, and Flash PMIs

Risk sentiment remained dampened last week following the chaotic US stimulus negotiations, Brexit woes and the resurgence of coronavirus cases in some parts of the world while vaccine trials suffered major setbacks. Equity Markets Investors will likely continue to monitor the same dominant themes over the following days. US Election Polls As th...

October 19, 2020
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Week Summary – US Stimulus & Politics, Brexit and COVID-19

It was another wild week driven by geopolitics and COVID-19 updates. Risk sentiment remains fragile dragged by the chaotic US stimulus negotiations, Brexit woes and the resurgence of coronavirus cases in some parts of the world while vaccine trials suffered major setbacks. Stock Market - The Tweet In a pandemic-induced environment where second ...

October 16, 2020
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Week Ahead: 2020 US Election Remains The Key Market Theme

After a wild last week where markets swung from risk-on to risk-off sentiment following the back and forth chaos on stimulus, the attention is expected to remain highly geared towards the US election outcome. Equity Markets Risk sentiment will likely remain fragile on US stimulus negotiations, US election outcome, Brexit negotiations and variou...

October 12, 2020
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Week Summary – Back-and-Forth on Stimulus

The week kickstarted with the concerns over the health of the US President to progress with conflicting signs on stimulus negotiations. It was another volatile week as markets sentiment flip flop back and forth between risk-on and risk-off. Stock Market - The Tweet After inconsistent headlines over the weekend, risk appetite improved on Monday o...

October 9, 2020
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Week Ahead: Central Bank Minutes, Australian Budget, US Fiscal Stimulus Package and President Trump’s Illness

After a scary month of September for investors, global risk sentiment will likely remain fragile. The immediate attention this week will fall on the health updates of President Trump and the US fiscal stimulus package. Equity Markets Global equities went on a wild ride and saw some major corrections in September. Geopolitical tensions, Brexit w...

October 5, 2020
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Week Ahead: Reasons for Being Cautious

Amid the current prevailing uncertainties, global risk appetite will likely remain fragile as investors have more reasons to stay cautious: The resurgence of the coronavirus outbreak  Volatility in the stock market A tech rout  Limitations of the central banks Geopolitics tensions US Election - First Presidential Debate Equity Ma...

September 28, 2020
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Week Summary – Central Banks and Rising COVID-19 cases in Europe & the UK

The renewed fears of a second wave of a coronavirus outbreak in the European Union and the United Kingdom have gripped markets this week. Until there is a vaccine, the world remains exposed to the possibility of the spread of the virus as and when activities resume. Risk appetite took a hit throughout the week as investors are grappling with the...

September 25, 2020
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Week Ahead: Ultra Loose Monetary Policies and Flash PMIs

After the Fed’s confirmation last week that US interest rates will likely remain near zero through 2023, the immediate attention will switch to other central banks meetings this week for confirmation of the ultra-loose monetary policies around the globe. Equity Markets Global equities remain underpinned by the simmering tensions between the ...

September 21, 2020
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Tech Stocks, ECB Meeting and Brexit Talks in Focus

With a US public holiday on Monday, investors are gearing up for a muted start to the week. After the sell-off in the global stock market last week, an environment of caution may prevail while investors continue to monitor economic updates to gauge the path of the global recovery.  September kicked off on a mixed note – global equities pulle...

September 7, 2020
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Week Summary – September Starts with a Tech Sell-Off

It was another volatile week with wild swings in the stock market. Investors remain focused on vaccine updates and signals from central banks and governments while monitoring the improvement in the economic data.  Stock Market - Tech Sell-off Global stocks have been on a staggering rally in August. The global benchmark for stocks had its best A...

September 4, 2020
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Week Ahead – August Wrap-Up: Global Equities on a Rally

Covid-19 Cases and Vaccine Optimism The virus continues to spread across the world, with more than 25 million confirmed cases of coronavirus and 840, 000 deaths. The United States remains the worst-affected countries followed by the Eastern Mediterranean region and European countries. After successfully containing the virus, a rise in the number ...

August 31, 2020
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Monetary Policy Will Remain Accommodative for Longer

vBy Deepta Bolaky Attention was predominantly on the exclusive central bank conference this week as it fosters open discussions about global policy matters. In a pandemic-induced environment supported by ongoing fiscal and monetary policies, this year’s theme “Navigating the Decade Ahead: Implications for Monetary Policy” for the symposium ...

August 28, 2020
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